Independent Advisor Alliance: PSIX position timeline

Independent Advisor Alliance held 0 PSIX shares at 2026-03-31 per its 13F-HR filed 2026-05-12.

the latest 13F is the newest step

1. period ended2026-03-31

   13F 0 shares

   Change vs previous 13F -53,975 shares

   13F-HR 0001062993-26-002523 filed by Independent Advisor Alliance
   Filed 2026-05-12 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.

2. period ended2025-12-31

   13F 53,975 shares

   Change vs previous 13F -500 shares

   0.07% of the 13F portfolio, value $3,084,132.

   13F-HR 0001062993-26-000608 filed by Independent Advisor Alliance
   Filed 2026-02-04 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-09-30

   13F 54,475 shares

   Change vs previous 13F -70 shares

   0.14% of the 13F portfolio, value $5,350,535.

   13F-HR 0001062993-25-016436 filed by Independent Advisor Alliance
   Filed 2025-11-04 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-06-30

   13F 54,545 shares

   Change vs previous 13F +11,605 shares

   0.1% of the 13F portfolio, value $3,527,970.

   13F-HR 0001062993-25-014025 filed by Independent Advisor Alliance
   Filed 2025-08-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-03-31

   13F 42,940 shares

   Change vs previous 13F not available

   0.04% of the 13F portfolio, value $1,085,523.

   13F-HR 0001062993-25-009080 filed by Independent Advisor Alliance
   Filed 2025-05-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).